Richard Sheeran

Richard leads the Financial Planning team in Manchester, having originally joined Investec Wealth & Investment in 2015.

Richard’s ethos is simple and centres on understanding what the client wants to achieve and setting a roadmap to support those outcomes. At Rathbones, we champion a holistic approach to financial planning, ensuring we have a full understanding of your broader financial position. Specialist areas that form part of Richard’s practice include tax and investment planning, estate and succession planning and retirement solutions.

Richard holds the Chartered Financial Planner designation from the Chartered Insurance Institute and the Certified Financial Planner designation awarded by the Chartered Institute of Securities and Investment.